SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$40.2M
3
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

1
+$164M
2
+$15.7M
3
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
51
Bank of America
BAC
$383B
$8.9M 0.24%
161,890
+12,583
TMUS icon
52
T-Mobile US
TMUS
$213B
$8.19M 0.22%
40,320
+777
MDB icon
53
MongoDB
MDB
$21.2B
$7.89M 0.22%
+18,800
CDNS icon
54
Cadence Design Systems
CDNS
$93B
$7.38M 0.2%
23,600
+4,400
ZTS icon
55
Zoetis
ZTS
$48B
$7.35M 0.2%
58,443
-1,383
SYY icon
56
Sysco
SYY
$35.8B
$7.03M 0.19%
95,418
+11,094
V icon
57
Visa
V
$640B
$6.54M 0.18%
18,645
-6,000
APH icon
58
Amphenol
APH
$177B
$6.33M 0.17%
46,812
+247
BKNG icon
59
Booking.com
BKNG
$132B
$5.91M 0.16%
27,600
+150
INTU icon
60
Intuit
INTU
$109B
$5.71M 0.16%
8,621
+485
AXP icon
61
American Express
AXP
$220B
$5.66M 0.16%
15,303
+87
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.03T
$5.62M 0.15%
11,188
+97
NEM icon
63
Newmont
NEM
$117B
$5.28M 0.14%
52,846
+41,606
ORCL icon
64
Oracle
ORCL
$495B
$5.08M 0.14%
26,061
-4,432
APP icon
65
Applovin
APP
$154B
$4.9M 0.13%
7,270
+47
CRWD icon
66
CrowdStrike
CRWD
$115B
$4.69M 0.13%
10,015
+63
PM icon
67
Philip Morris
PM
$260B
$4.58M 0.13%
28,529
+171
AFRM icon
68
Affirm
AFRM
$21.8B
$4.55M 0.12%
+61,100
WMB icon
69
Williams Companies
WMB
$92.9B
$4.47M 0.12%
74,411
+4,635
ABBV icon
70
AbbVie
ABBV
$369B
$4.41M 0.12%
19,314
+3,954
ANET icon
71
Arista Networks
ANET
$222B
$4.39M 0.12%
33,504
+176
PH icon
72
Parker-Hannifin
PH
$112B
$4.34M 0.12%
4,935
+16
XOM icon
73
Exxon Mobil
XOM
$637B
$4.26M 0.12%
35,423
+306
PLTR icon
74
Palantir
PLTR
$345B
$4.16M 0.11%
23,411
+194
TT icon
75
Trane Technologies
TT
$109B
$4.13M 0.11%
10,620
+50
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3
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